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JESSICA SEXTON

@Independent Advisor Alliance

Latest period2024 - Q3ReportedManaged Assets$2.748BTotal holdings704
Assets growth rate-5.9%Assets growth rate (2-Q avg)-0.25%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Advisor Alliance's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 704 positions.

Assets under management

The assets under management (AUM) of Independent Advisor Alliance over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.748B in assets, with a quarterly growth rate of -5.9% and a 2-quarter average growth rate of -0.25%. The portfolio is managed by JESSICA SEXTON, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
METAMeta Platforms Inc
Recent Activity
Decreased -4.64%
1.36%
$37.156M
64,908 shares@ $572.45 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.51%
1.35%
$36.867M
80,101 shares@ $460.26 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.9%
1.31%
$35.913M
170,319 shares@ $210.86 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 5.68%
1.28%
$35.151M
299,874 shares@ $117.22 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.83%
1.28%
$35.068M
39,583 shares@ $885.94 avg price
AVGOBroadcom Inc
Recent Activity
Increased 931.98%
1.18%
$32.36M
187,592 shares@ $172.5 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -3.46%
1.07%
$29.238M
32,981 shares@ $886.51 avg price
TSLATesla Inc
Recent Activity
Increased 4.87%
0.95%
$25.902M
99,004 shares@ $261.64 avg price
WMTWalmart Inc
Recent Activity
Decreased -5.29%
0.92%
$25.198M
312,051 shares@ $80.76 avg price
PGProcter And Gamble Co
Recent Activity
Increased 3.27%
0.86%
$23.564M
136,050 shares@ $173.21 avg price